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Connect Uphold to CryptoBooks via CSV file
Connect Uphold to CryptoBooks via CSV file

Learn how to connect your Uphold account to our software

Updated over a month ago

Follow these simple steps to download the CSV file of your Uphold transactions and import them into CryptoBooks in just a few clicks:

  1. Login into your Uphold account

  2. Click on the Activity icon from the menu on the left

  3. Click on the file icon placed at the top right

  4. Select Transaction History

  5. Lastly, click on the Generate Report button

  6. Now go back to CryptoBooks and press the Add Connection button on the Connections page

  7. Select the Uphold icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box

  8. Give the connection a name of your choice, choose the default category and press Next step

  9. Press Select file to import your file, then press Upload file and import transactions

  10. Done! The synchronization between Uphold and your CryptoBooks account has just begun!


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